Oktoberfest 2014 Event at Wolf Creek Brewery

It was a balmy, fall evening at 6 pm., October 7th, 2014, when the Wealth Planning Group (WPG) held its 2nd annual Oktoberfest at the Wolf Creek Brewery Tasting Room.

WPG hosts greet guests with a smile, warm handshake, beer tickets, and a snazzy WPG souvenir glass.

Guests enjoyed award-winning adult beverages, such as Howlin’ Hefeweizen […]

By |October 16th, 2014|Events|Comments Off on Oktoberfest 2014 Event at Wolf Creek Brewery

Annual paper shredding party a success

On Wednesday, May 14, 2014, at 5 p.m., Jim and Chris hosted the Wealth Planning Group’s annual Paper Shredding Party.

WPG’s friends and neighbors arrived with pickup trucks, cars, and dollies full of boxes stuffed with paper for the shredding truck. As boxes were emptied into rolling carts and wheeled to a shredding truck, party-goers […]

By |June 27th, 2014|Events|0 Comments

Forecast 2014 Event

VALENCIA. Wealth Planning Group partners, Jim Blazer and Chris Verbeck, presented the WPG Financial Forecast for the coming year and met with clients at the University Center at the College of the Canyons, Tuesday, February 18, 2014 at 6:00 PM. The event was well attended with a mixed group of approximately 25 interested investors. The presentation looked […]

By |March 14th, 2014|Events|0 Comments